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To: techanalyst1 who wrote (12025)	6/12/2002 9:51:07 AM
From: MGV	Read Replies (2) \| Respond to of 57684

"... but then what is the longer term growth rate going forward? How far down does it come from the late 90's and 00-02?" Yes, that is the crux of the overarching concern. What are normalized earnings and growth rates for SEBL, SAP, ADVS, MERQ and other software and tech names? The risk is that rich PE/Gs and earnings and sales multiples may be even richer than recently perceived. I think that uncertainty is coursing through everyone. On the one hand the palpable fear sets up opportunities, on the other hand the uncertainty is dangerous given the multiples.